History tells retirees to protect equities – 10 major market falls in 27 years

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No one can predict the stock market, but history shows risk can and does erode retiree capital. Be they called “corrections, downturns or crashes”, the impact on capital can be... Read more continue reading

Superannuation funds plan to boost offshore allocations

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Australian superannuation funds plan to ramp up their allocations to international assets as they seek to diversify investments and boost returns, according to a NAB survey published last week. The NAB... Read more continue reading

Retiring super fund members can’t wait for Government’s timetable

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Superannuation funds need to get on the front foot and respond to the strategic challenge of developing good retirement solutions now, says global implementation specialist manager Parametric CIO Paul Bouchey.... Read more continue reading

Portfolio governance frameworks

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Financial advice practices face a myriad of decisions every day. One of the more important decisions is whether to insource or outsource portfolio construction at a financial planning practice level.... Read more continue reading

OnePath takes customer value on a new path

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OnePath has launched a comprehensive customer engagement program taking insurance in Australia in a new direction to give customers greater clarity over their insurance cover. Known as ‘The New Path’,... Read more continue reading

Minimising assets in an estate that is subject to challenge

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Brian Hor at Townsends Law thinks there should be some thought given and preparation around seeking to minimise challenges to an estate by making pre-emptive decisions, such as: Transferring assets... Read more continue reading

Nearly half of Australians have heard of the Protecting Your Super reforms

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Just over a month since the Australian Government implemented its Protecting Your Super (PYS) reform package, new research commissioned by MLC Life Insurance reveals that nearly half (48%) of Australian... Read more continue reading

Growth capital, private investments’ value creator – now worth over $30bn

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Private capital investment is booming and last year the Australian industry reached a new high of more than $30 billion in assets under management. Growth capital investors will meet in Sydney... Read more continue reading

Investors need to keep sharp eye on commercial property opportunities

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The beginning of a recovery in residential property prices should not deflect investors or self-managed super funds (SMSF) trustees from considering the long-term benefits of investing in commercial property, says... Read more continue reading

Good financial returns may be hard to find

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“Intensified trade tensions and disappointment with interest rate cuts by the Fed could provoke a relapse in equity markets.” That’s the view of Principal Global Investors Chief Global Economist, Dr... Read more continue reading